Salesforce MVP Hall of Fame · Founded 2022
AI Sales Pipeline Automation
A pipeline the desk can trust. Lead scoring, opportunity tracking, and a forecast built from the org, not a side spreadsheet.
Founded 2022 · MVP Hall of Fame · 200+ agents in production · UAE, India and US desks
The stack
How we would assemble it.
The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.
Before and after
The pipeline, before and after.
Today
With the agent
- The forecast lives in a side spreadsheet
- The forecast is built from the org
- Leads scored from memory
- Leads scored on records you own
- Each review argues over whose numbers are right
- One pipeline the room will sign
Spec, shadow, gate
How the first agent goes live.
One named job. A shadow run before any write.
Week one
The job on one page: inputs, the write, the limit, who approves, and what it may never do.
Before go-live
The agent acts as the person it works for, with their access. Knowledge and permissions checked before it takes a job.
Shadow run
Shadow
The agent runs beside the person and writes nothing. You compare its calls with theirs.
Go-live
Writes go live behind a human approval. The gate loosens only where the shadow run earned it.
Every week
Every run is logged. On the Run plan we read the transcripts every week and fix what went wrong.
For example
One desk, for example.
Example
CEO at a Dubai professional services firm
Today: The Monday forecast is rebuilt by hand from a side spreadsheet.
After: The forecast comes from the org, and a reviewer checks the deals the agent flags.
The job
What has to be true.
Named pipeline
The brief
Send the situation.
Name the process. Name the object. The assessment is free: a short read of the org and a written note. If you go ahead, the first build week is a fixed AED/SAR 14,900 (about USD 4,050), credited in full when you sign the build within 60 days.